Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 52 2331.00 12.77 1969.03
Previous Quarter 47 634.00 19.72 175.33

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 7 25 14 4 8 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Empowered Funds, LLC 243,970 12.77
Commonwealth Equity Services, Llc 216,159 0.01
Integrated Advisors Network LLC 132,775 12770.03
Flow Traders U.s. Llc 123,550 0.02
Susquehanna International Group, Llp 116,900 12.77
Citadel Advisors Llc 89,000 12.78
Susquehanna International Group, Llp 77,680 12.77
Wolverine Trading, Llc 69,300 0.01
Stratos Wealth Advisors, LLC 55,294 12770.14
Verity Asset Management, Inc. 26,575 12.76
Jane Street Group, Llc 23,940 12.78
HighTower Advisors, LLC 23,662 12.81
UBS Group AG 23,176 12.77
Citadel Advisors Llc 20,100 12.79
Cutler Group LP 17,200
Ferguson Shapiro LLC 11,711 12770.30
Simplex Trading, Llc 11,572 12.70
Susquehanna International Group, Llp 10,800 12.78
Financial Architects, Inc 10,042 12.75
UVDV - UVA Dividend Value ETF 9,868 12.77

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Commonwealth Equity Services, Llc 574,984 19.72
Mirabella Financial Services Llp 249,951 1.00
Cambridge Investment Research Advisors, Inc. 196,531 19.72
Gunderson Capital Management Inc. 174,214 19.72
Altfest L J & Co Inc 148,573 19.72
Integrated Advisors Network LLC 146,614 19.72
Flow Traders U.s. Llc 141,702 19.72
Citadel Advisors Llc 121,700 19.72
Ferguson Shapiro LLC 94,729 19.72
National Asset Management, Inc. 84,099 19.73
Hrt Financial Lp 82,568 19.72
Susquehanna International Group, Llp 68,905 19.72
Wolverine Trading, Llc 62,400 19.81
Susquehanna International Group, Llp 40,600 19.73
HighTower Advisors, LLC 39,747 19.72
Stratos Wealth Advisors, LLC 37,000 19.73
Citadel Advisors Llc 34,502 19.71
Goldman Sachs Group Inc 30,658 19.73
Dupont Capital Management Corp 29,707 19.73
Cutler Group LP 29,500 2.44

 

Recent Quarter Analysis

Name Shares PPS
Financial Architects, Inc 10,042 12.75
UVDV - UVA Dividend Value ETF 9,868 12.77
Worth Asset Management, LLC 2,328 12770.19
Advisor Group Holdings, Inc. 800 12.50
Money Concepts Capital Corp 300 13.33
EverSource Wealth Advisors, LLC 268 11.19
Jpmorgan Chase & Co 216 13.89
Name Shares PPS
Mirabella Financial Services Llp 249,951 1.00
Cambridge Investment Research Advisors, Inc. 196,531 19.72
Gunderson Capital Management Inc. 174,214 19.72
Altfest L J & Co Inc 148,573 19.72
National Asset Management, Inc. 84,099 19.73
Hrt Financial Lp 82,568 19.72
Wolverine Trading, Llc 62,400 19.81
Goldman Sachs Group Inc 30,658 19.73
Dupont Capital Management Corp 29,707 19.73
Cutler Group LP 29,500 2.44
Cutler Group LP 29,500 2.44
Primoris Wealth Advisors, Llc 21,000 19.71
Galvin, Gaustad & Stein, LLC 20,000 19.70
Avidian Wealth Solutions, LLC 12,500 19.76
Cedar Wealth Management, LLC 10,152 19.70
Evoke Wealth, Llc 10,101 0.20
PUNK - Subversive Metaverse ETF 2,050 19.51
Spire Wealth Management 750 20.00
Tower Research Capital LLC (TRC) 687 20.38
Walleye Capital LLC
Csenge Advisory Group
Proequities, Inc.
Bokf, Na
Wells Fargo & Company/mn
Citigroup Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 216,159 0.01 574,984 19.72
Flow Traders U.s. Llc 123,550 0.02 141,702 19.72
Susquehanna International Group, Llp 116,900 12.77 68,905 19.72
Citadel Advisors Llc 89,000 12.78 121,700 19.72
Wolverine Trading, Llc 69,300 0.01 62,400 19.81
Verity Asset Management, Inc. 26,575 12.76 20,862 19720.02
Jane Street Group, Llc 23,940 12.78 22,718 19.72
HighTower Advisors, LLC 23,662 12.81 39,747 19.72
UBS Group AG 23,176 12.77 10,580 19.75
Cutler Group LP 17,200 29,500 2.44
Simplex Trading, Llc 11,572 12.70 958 18.79
Bank Of Montreal /can/ 4,448 12.81 3,473 20.44
Morgan Stanley 2,420 12.81 2,955 19.63
IFP Advisors, Inc 1,690 700 30.00
Name Current Shares Current PPS Previous Shares Previous PPS
Empowered Funds, LLC 243,970 12.77 0
Integrated Advisors Network LLC 132,775 12770.03 146,614 19.72
Stratos Wealth Advisors, LLC 55,294 12770.14 37,000 19.73
Ferguson Shapiro LLC 11,711 12770.30 94,729 19.72
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Empowered Funds, LLC 243,970 243,970 12.77 0 0.00
Stratos Wealth Advisors, LLC 18,294 55,294 12770.14 37,000 19.73 49.44
UBS Group AG 12,596 23,176 12.77 10,580 19.75 119.05
Simplex Trading, Llc 10,614 11,572 12.70 958 18.79 1107.93
Verity Asset Management, Inc. 5,713 26,575 12.76 20,862 19720.02 27.38
Jane Street Group, Llc 1,222 23,940 12.78 22,718 19.72 5.38
IFP Advisors, Inc 990 1,690 700 30.00 141.43
Bank Of Montreal /can/ 975 4,448 12.81 3,473 20.44 28.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 358,825 216,159 0.01 574,984 19.72 -62.41
Ferguson Shapiro LLC 83,018 11,711 12770.30 94,729 19.72 -87.64
Flow Traders U.s. Llc 18,152 123,550 0.02 141,702 19.72 -12.81
HighTower Advisors, LLC 16,085 23,662 12.81 39,747 19.72 -40.47
Integrated Advisors Network LLC 13,839 132,775 12770.03 146,614 19.72 -9.44
Morgan Stanley 535 2,420 12.81 2,955 19.63 -18.10
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Wolverine Trading, Llc 6,900 69,300 62,400 11.06
Susquehanna International Group, Llp 47,995 116,900 68,905 69.65
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 32,700 89,000 121,700 -26.87
Cutler Group LP 12,300 17,200 29,500 -41.69
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name